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O'Brien Greene & Co’s Philip Morris PM Stock Holding History

O'Brien Greene & Co’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,064
Closed -$304K – 137
2021
Q2 		$304K Hold
3,064
– – 0.11% 115
2021
Q1 		$272K Hold
3,064
– – 0.11% 110
2020
Q4 		$254K Buy
+3,064
New +$239K 0.1% 105

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

O'Brien Greene & Co's PM Position: Q3 2021 in Review

O'Brien Greene & Co sold out of Philip Morris (PM) in Q3 2021, closing a stake of 3,064 shares — an estimated $304K sold.

O'Brien Greene & Co first reported a position in PM in Q4 2020 and held it in 3 quarters. The position peaked at $304K in Q2 2021. 1,847 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • O'Brien Greene & Co reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
  • O'Brien Greene & Co sold 3,064 Philip Morris shares in Q3 2021, an estimated $304K.
  • O'Brien Greene & Co first reported a position in Philip Morris in Q4 2020 and held it in 3 quarters.
  • O'Brien Greene & Co's Philip Morris position peaked at $304K in Q2 2021.
  • 1,847 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on O'Brien Greene & Co's 13F filing for Q3 2021, filed 12 Nov 2021.